Blog 4 Columns

RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste

11 Apr 2017

RiXtrema’s Record Study of Retirement Plan Investment Expense Finds Over $17 Billion of Annual Waste Fiduciary best practices research took...

Breaking News on Rollovers: What DOL Really Did on April 5

Daniel Satchkov

06 Apr 2017

We want to bring something very important to your attention regarding DOL Fiduciary Rule delay that was announced yesterday. The...

New Portfolio Crash Test Scenario: Trump Tax Cuts

Daniel Satchkov

03 Mar 2017

One of the recurring themes through the presidential elections and the speech yesterday were the tax cuts that are coming...

Skip Schweiss on New Horizons Opening in front of RIAs

Daniel Satchkov

10 Feb 2017

For those of you who missed, some tremendously insightful comments from Skip Schweiss at TD Ameritrade as to potential sources...

“Arguably, the Most Comprehensive DOL Rule Solution”

Daniel Satchkov

30 Jan 2017

Bob Veres researches DOL Fiduciary Rule software solutions and finds that “Arguably, the most comprehensive DOL Rule solution is IRAFiduciaryOptimizer,...

RiXtrema in Journal of Fin Planning: DOL Rule Compliance & a Secret Revealed…

Daniel Satchkov

10 Jan 2017

Journal of Financial Planning ran a very interesting cover story on advisor technology. RiXtrema’s Don Harding and Daniel Satchkov both...

Michael Kitces covers RiXtrema’s IRAFiduciaryOptimizer and FeeComp database

Daniel Satchkov

06 Dec 2016

When we started building tools for advisors after working collectively for decades on software to institutions, I read Michael Kitces...

Now You Can Compare Your Fees To Other Advisors

Daniel Satchkov

16 Nov 2016

Hi all, We have released a novel and important database of advisory fees called FeeComp. It is based on SEC form...